Difference between revisions of "UCITS Cross-Border Notifications Migration"

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(Created page with "<div style="text-align: right; direction: ltr; margin-left: 1em;">Home page File:Home.png|Return homepage|link=Welcome_to_e-file_and...")
 
 
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<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div>
 
<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div>
  
= Why this migration =
+
=Main Page=
  
  
*Migration to a new technology
+
[[File:Main Page My Last 50 Notification After.PNG|800 px]]
  
*Improved user-friendliness and ergonomics
 
  
*Contemporary design and user interface
+
==HomePage==
  
*Homogenous cross-module design
 
  
 +
[[File:HomePage-Action buttons Before-After.PNG|800 px]]
  
  
 +
==Rejected notifications==
  
  
= Presentation of the new interface =
+
[[File:Rejected Notification_After.PNG|800 px]]
  
  
 +
==Main Page – Notification Search - Filters==
  
==Main Page==
 
  
 +
[[File:Notification Search-Filters Before-After.PNG|800 px]]
  
'''Before'''
 
  
[[File:Main Page_My Last 50 Notification_Before.png|800 px]]
 
  
  
 +
=Notification Process=
  
'''After'''
 
  
[[File:Main Page_My Last 50 Notification_After.png|800 px]]
+
==Fund Selection==
  
  
 +
[[File:Fund Selection=After.PNG|800 px]]
  
  
===HomePage===
 
  
 +
===Filters===
  
  
'''Before'''
+
[[File:Fund selection-Filter=After.PNG|800 px]]
  
[[File:HomePage-Action buttons_Before.png|800 px]]
 
  
  
 +
==Marketing of Shares==
  
'''After'''
 
  
[[File:HomePage-Action buttons_After.png|800 px]]
+
[[File:Marketing of share=After.PNG|800 px]]
  
  
  
 +
===Filters===
  
===Accessing the library===
 
  
'''Before'''
+
[[File:Marketing of share - Filters =After.PNG|800 px]]
  
[[File:Accessing the library Before 1.png|800 px]]
 
  
 +
===Select Cells===
  
  
'''After'''
+
[[File:Marketing of share - Select Cells=After.PNG|800 px]]
  
[[File:Accessing the library After 1.png|800 px]]
 
  
  
 +
===Manage Country===
  
  
===Migration summary for the main page===
+
[[File:Marketing of share - Manage Country = After.PNG|800 px]]
  
[[File:Main Page Before after 1.png|800 px]]
 
  
==Entity Library==
 
  
'''Before'''
+
==Document Management==
  
[[File:Entity Library Before 1.png|800 px]]
 
  
 +
[[File:Document Management = After.PNG|800 px]]
  
  
'''After'''
 
  
[[File:Entity Library After 1.png|800 px]]
+
===Manage all documents===
  
  
  
 +
[[File:Manage all document = Before-After.png|800 px]]
  
==Fund Library==
 
  
[[File:Fund Library After 1.png|800 px]]
 
  
[[File:Fund Library Before-After 1.png|800 px]]
+
===Import===
  
==Library Filters==
 
  
'''Before'''
+
[[File:Import=After.PNG|800 px]]
  
[[File:Library Filters Before 1.png|800 px]]
 
  
  
 +
===Set Bulk Parameters===
  
'''After'''
+
[[File:Set Bulk Parameters.PNG|800 px]]
  
[[File:Library filter After 2.png|800 px]]
 
  
  
 +
===Fundsquare Library===
  
'''Before After'''
 
  
[[File:Library Filters Before After 1.png|800 px]]
 
  
 +
[[File:Fundsquare Library=Before-After.png|800 px]]
  
  
  
==Document details and history==
+
===User Library===
  
'''Before'''
 
  
[[File:Document details and history Before.PNG|800 px]]
 
  
 +
[[File:User Library = Before-After.png|800 px]]
  
  
'''After'''
 
  
[[File:Document details and history After.PNG|800 px]]
+
==Notification Letters and transmission==
  
  
 +
[[File:Notification letters = After.PNG|800 px]]
  
'''Before-After'''
 
  
[[File:Document details and history Before-After.PNG|800 px]]
 
  
 +
===Errors===
  
  
 +
[[File:Notification letters - Errors = After.PNG|800 px]]
  
==Import==
 
  
'''Before'''
 
  
[[File:Import Before.PNG|800 px]]
+
===View Content===
  
  
 +
[[File:Notification letters - View Content = After.PNG|800 px]]
  
'''After'''
 
  
[[File:Import After.PNG|800 px]]
 
  
 +
===Complete the Letter===
  
  
<span style="background:red"> '''NEW:''': Set Bulk Parameters
+
[[File:Notification letters - Complete the Letter = After.PNG|800 px]]
  
[[File:Import Set bulk parameters New.PNG|800 px]]
 
  
  
 +
=De-registration=
  
  
'''Before-After'''
+
The user can start a de-registration by clicking on “De-registration” button.
  
[[File:Import Before-After.PNG|800 px]]
+
[[File:2.3 – De-registration.png|800 px]]
  
  
  
 +
==Fund selection==
  
==Action Selection==
+
Upon click on “De-registration” the user must select one of the funds. There is an action: “Deregister”
  
 +
[[File:2.3.1 – Fund selection.jpg|800 px]]
  
[[File:Action Selection Before-After.PNG|800 px]]
 
  
 +
===Documents Settings and Transmission===
  
 +
[[File:2.3.2 – Documents Settings and Transmission.jpg|800 px]]
  
  
==Change Document Indexation==
+
===Select a Country===
  
 +
The user must select the wanted country
  
[[File:Change Document Indexation Before-After.PNG|800 px]]
+
[[File:2.3.2.1 – Select a Country (1).jpg|800 px]]
  
 +
[[File:2.3.2.1 – Select a Country (2).jpg|800 px]]
  
  
 +
===File Selection and De-registration===
  
==Suggestions==
+
The user should “Drag&Drop” or “Browse” the zip document and click on “De-Register”.
  
'''Before'''
+
[[File:2.3.2.2 – File Selection and De-registration.jpg|800 px]]
  
[[File:Suggestion Before.PNG|800 px]]
 
  
  
 +
===Confirm or Cancel===
  
'''After'''
+
The user can confirm or cancel the de-registration
  
[[File:Suggestion After.PNG|800 px]]
+
[[File:2.3.2.3 – Confirm or Cancel.jpg|600 px]]
  
 +
===Confirmation pop-up===
  
  
'''Before-After'''
+
By clicking on “Transmission follow up module” the user is redirect to this module.
  
[[File:Suggestion Before-After.PNG|800 px]]
+
[[File:2.3.2.4 – Confirmation pop-up.jpg|600 px]]
  
  
 +
===Feedback===
  
 +
Any feedback from the CSSF will be found in the Transmission follow-up.
 +
These are in 3 files:
  
==Transmission==
+
1. NOTFBR <br>
 
+
2. NOTFDB <br>
'''Before'''
+
3. NOTFBH <br>
 
+
[[File:Transmission Before.PNG|800 px]]
+
 
+
 
+
 
+
'''After'''
+
 
+
[[File:Transmission After.PNG|800 px]]
+
 
+
 
+
 
+
'''Before-After'''
+
 
+
[[File:Transmission Before-After.PNG|800 px]]
+
 
+
 
+
 
+
 
+
==Consolidated view display==
+
 
+
'''Before'''
+
 
+
[[File:Consolidated view display Before.PNG|800 px]]
+
 
+
 
+
 
+
'''After'''
+
 
+
[[File:Consolidated view display After.PNG|800 px]]
+
 
+
 
+
 
+
'''Before-After'''
+
 
+
[[File:Consolidated view display Before-After.PNG|800 px]]
+
 
+
 
+
 
+
 
+
==Consolidated view transmission==
+
 
+
'''Before'''
+
 
+
[[File:Consolidated view transmission Before.PNG|800 px]]
+
 
+
 
+
 
+
'''After'''
+
 
+
[[File:Consolidated view transmission After.PNG|800 px]]
+
 
+
 
+
 
+
'''Before-After'''
+
 
+
[[File:Consolidated view transmission Before-After.PNG|800 px]]
+
 
+
 
+
 
+
 
+
==SSRS Exports==
+
 
+
'''New'''
+
 
+
[[File:SSRS Exports New.PNG|800 px]]
+
 
+
 
+
 
+
'''Before-After'''
+
 
+
[[File:SSRS Exports Before-After.PNG|800 px]]
+
 
+
 
+
 
+
 
+
 
+
= Main changes =
+
 
+
 
+
*Name change: “Document Management” to “Document Library”
+
 
+
*The module is available in English only
+
 
+
*Integration of reports exports related to the management of document are now available by clicking on the « Export » button in the Document Library
+
 
+
*New Bulk indexing parameters setting feature
+
 
+
*Disparition of the “Selected” status for transmissions, transmissoin are now direct
+
 
+
*The tab « Documents with indexation error » tab does not exist anymore
+

Latest revision as of 14:09, 11 August 2021

Main Page

Main Page My Last 50 Notification After.PNG


HomePage

HomePage-Action buttons Before-After.PNG


Rejected notifications

Rejected Notification After.PNG


Main Page – Notification Search - Filters

Notification Search-Filters Before-After.PNG



Notification Process

Fund Selection

Fund Selection=After.PNG


Filters

Fund selection-Filter=After.PNG


Marketing of Shares

Marketing of share=After.PNG


Filters

Marketing of share - Filters =After.PNG


Select Cells

Marketing of share - Select Cells=After.PNG


Manage Country

Marketing of share - Manage Country = After.PNG


Document Management

Document Management = After.PNG


Manage all documents

Manage all document = Before-After.png


Import

Import=After.PNG


Set Bulk Parameters

Set Bulk Parameters.PNG


Fundsquare Library

Fundsquare Library=Before-After.png


User Library

User Library = Before-After.png


Notification Letters and transmission

Notification letters = After.PNG


Errors

Notification letters - Errors = After.PNG


View Content

Notification letters - View Content = After.PNG


Complete the Letter

Notification letters - Complete the Letter = After.PNG


De-registration

The user can start a de-registration by clicking on “De-registration” button.

2.3 – De-registration.png


Fund selection

Upon click on “De-registration” the user must select one of the funds. There is an action: “Deregister”

2.3.1 – Fund selection.jpg


Documents Settings and Transmission

2.3.2 – Documents Settings and Transmission.jpg


Select a Country

The user must select the wanted country

2.3.2.1 – Select a Country (1).jpg

2.3.2.1 – Select a Country (2).jpg


File Selection and De-registration

The user should “Drag&Drop” or “Browse” the zip document and click on “De-Register”.

2.3.2.2 – File Selection and De-registration.jpg


Confirm or Cancel

The user can confirm or cancel the de-registration

2.3.2.3 – Confirm or Cancel.jpg

Confirmation pop-up

By clicking on “Transmission follow up module” the user is redirect to this module.

2.3.2.4 – Confirmation pop-up.jpg


Feedback

Any feedback from the CSSF will be found in the Transmission follow-up. These are in 3 files:

1. NOTFBR
2. NOTFDB
3. NOTFBH